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R12 Lot and Serial Control 批次及序次控制

R12 Lot and Serial Control 批次及序次控制. Objective. After completing this module you should be able to do the following: Understand lots Explain parent and child lots Explain shelf life and lot actions Explain grade control Understand serial control Explain lot and serial genealogy( 宗譜 )

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R12 Lot and Serial Control 批次及序次控制

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  1. R12 Lot and Serial Control批次及序次控制

  2. Objective • After completing this module you should be able to do the following: • Understand lots • Explain parent and child lots • Explain shelf life and lot actions • Explain grade control • Understand serial control • Explain lot and serial genealogy(宗譜) • Understand how to use the lot and serial reports • Understand how to implement the lot and serial profile options • Recognize implementation considerations

  3. Production batch • FIFO Lot A Lot C Lot B • FEFO • Shipment Application of Lot Control(批次控管)OPM Automatic Lot AllocationsConfigurable Rules Ensure the Right Inventory • OPM (Oracle Process Manufacturing) selects lots based on FIFO or FEFO methods • Creation Date • 2/5/2007 • 2/1/2007 • 1/1/2007 • Expiration Date • 3/5/2007 • 2/10/2007 • 2/15/2007 • Additionally, for customer shipments: • Preferred Grade • Match on Quality Specification • Remaining Shelf Life

  4. WF • WF • WF Lot Expiration ManagementValidate and Manage Date-Sensitive Goods(管理具時效性的商品) • Automatically notify when lots are approaching expiration or require retesting • Disallow shipment of expired inventory • Control expiration tolerances by customer • Manage retesting(覆檢管理) • Lot Expiration Day 14 • Lot Retest Day 7 • Lot Creation Day 0 • X • Shippable to Customer A • Unshippable • Shippable to Customers B, C • Shippable to Other Customers • = Workflow Notification

  5. Lot Control Overview • A lot can represent a quantity of an item that shares the same specifications, one or more receipts from the same vendor, or whatever you choose. (將料件依照某些特性分成批次) • You can divide each lot into child lots that can reflect whatever characteristics you choose for items within the lot(一個批次可再細為子批) • Lot controlled item • Item without lot control • Item AS3339 • Lot# C1498 • Item AS1129

  6. Child Lots • A child lot is a subdivision of a lot that you can use if you produce a lot over a period of time, but still want to group the material as a single lot. • The system also maintains a genealogy relationship between the parent lot and the child lot.(系統會維護父批及子批間的宗譜(genealogy)關係) • Parent lot • Child lot

  7. 批次控管的設定

  8. Setting up Lot Control(批次控管設定) • 批量控制的設定分為二個層次，一個為組織層級(Organization Level)，另一個為料件層級(Item Level)。 • 存貨組織層級的批量控制設定: • 職責:Inventory • 路徑:(N)Setup > Organizations >Parameters >(T)Revision, Lot, Serial and LPN • 視窗:Organization Parameters • 料件層級的批量控制設定: • 職責:Inventory • 路徑:(N)Item > Master Items > (T)Inventory • 視窗:Organization Parameters

  9. Set up Lot Control at Organization Level(存貨組織下的批號產生規則)

  10. Set up Lot Control at Item Level (1)(料件的批號產生規則)

  11. Set up Lot Control at Item Level (2)(料件的子批號產生規則)

  12. Setting up Lot Control (Organization Parameters) • Organization parameters • Lot Number uniqueness(批號的唯一性管理) • Lot generation(Coding Rule)(批號產生方式) • Child lot generation control(子批號產生設定) • Format validation • Copy lot attributes • Auto create lot UOM conversion(自動建立批次的單位轉換) • Allow different lot status(允許不同的批次狀態)

  13. Lot Number Uniqueness(1)(批號唯一性 ) • If you do not establish lot number uniqueness, you can assign the same lot number to multiple items in the same organization and across organizations. (如果不設定批號的唯一性，則在同一個存貨組織及不同組織下，同個批次號碼可以對應到多個料件) • Uniqueness 選項值: • Across Items: 在存貨組織內或組織間，一個批號只能指派給一個料件。(批號不能重覆使用) • None: 一個批號可重覆指派給相同組織下的多個料件，或者不同組織下的多個料件。

  14. Lot Number Uniqueness(2) • 允許一對多 • Not Set to Across Items • Set to Across Items • 限制一對一 • Within Organization • Across Organizations • Within Organization • Across Organizations • Item AS100Lot LN100 • Item AS100Lot LN100 • Item AS100Lot LN200 • Item AS100Lot LN400 • Item AS101Lot LN100 • Item AS101Lot LN100 • Item AS101Lot LN300 • Item AS101Lot LN600

  15. Lot generation(Coding Rule) 批號產生編碼方式 • 批號產生的規則由 Organization Parameter 表 • 單中的3個欄位決定: Prefix，Zero Pad Suffix，及 Total • Length。

  16. Child lot generation control(1)子批號產生方式 • Child Generation:來設定子批量控管的編碼方式 • Parent:系統使用父批號的數列(Sequence)來產子批量的編號。例如，父批量的編號為P1，則第一個子批量為P2。 • Parent +Child:Parent+Child: 父批量的編號用做為前置字串，系統會用另一個數列來產生新的數字，並加在前項前置字串的後面，形成一個子批量的編號。例如，父批量的編號為P1，則第一個子批量可能為 P1-1。

  17. Child lot generation control(1)子批號產生方式 • Format Validation: 使用此選項來確保手動輸入的批號符合預先定義的命名慣例。批號的命名格式由 Prefix,Zero Pad Suffix, 及 Total Length等3個欄位決定。 • Copy Lot Attributes:勾選此選項確保子批量會繼承父批量的所有屬性。若不勾選，則新的子批量不會繼承。對於一個批量，批量屬性是用來提供說明的額外欄位，例如該批量的原產地(Country of Origin)或者是有效日期(Best By Date)。

  18. Lot Attributes (1)(批次屬性) • Lot attributes are fields in addition to the lot number that provide additional information about a lot. • 1. Date Attributes: • Expires on date, Expiration Action Date, Origination Date, Retest date, Maturity date, Hold Date • 2. Character Attributes: • Grade Code, • 3. Lot Attributes DFF • Resp: Inventory • Path: (N) On hand,Availability > Lots

  19. Lot Attributes (2)

  20. The definition of the Lot Attribute DFF • Res: System Adminisrator • Path: (N) Application > Flexfield > Descriptive > Segments

  21. Lot control (Full Control) Starting prefix and number Maturity and hold days Lot Expiration (Shelf Life) 批量的有效期限管控 Shelf life days Retest interval(重新測試間隔) Expiration action interval and action(到期作業) Child lot enabled(子批次的管控) Format validation Copy lot attributes Grade control(批次等級) Grade Setting up Lot Control (Item Attributes) 設定料件批號控制參數

  22. Set up Lot Control at Item Level (1)

  23. Set up Lot Control at Item Level (2)(子批次設定)

  24. Lot Control-Coding Rules(Item Attributes) • Lot control (Full Control) • Starting prefix • Starting umber • Maturity Days:設定批量的熟成天數。若不輸入此欄位值，系統預計在建立批量時，此批量便是在熟成的狀態。若有輸入天數，則預設的批量熟成日期 = 批量建立日期 + 熟成天數 • Hold days:設定批量在釋出使用前所保留的天數。如果不輸入此欄位值，系統假設此批量在建立時便立即可用。若有輸入天數，則該批量的釋出可用日期 = 批量建立日期 + 保留天數。

  25. 批次的效期管控設定

  26. 批量的效期管控Expired Lots • Item: AS2005 • Lot: C3100 • Lot expiration action: Dispose到期作業: 銷毀 • X • X • Item: AS2005 • Lot: C3102 • Lot expiration action: Retest • 到期作業: 重新測試

  27. Lot Control- Lot Expiration (Shelf Life)(1)(Item Attributes) • Control 欄位: • No Control:此料件不做有效期限管控 • Shelf Life Days:批量的有效天數是透過 Shelf Life Days 欄位來設定。批量的有效日期 = 批量建立日期 + Shelf life days。 • User Defines:當對每一批量進行收貨時，由使用者指定到期日。在此設定之下，當使用過期的批量時，系統進行警告但不會禁止使用此批量。

  28. Lot Control- Lot Expiration (Shelf Life)(2)(Item Attributes) • Retest Interval 欄位: • 用來設定在批量建立後，對該批量進行測試是否過期的間隔時間。 • 系統計算預計的批量的重測日期 = 批量建立日期 + Retest Interval。

  29. Lot Control- Lot Expiration (Shelf Life)(3)(Item Attributes) • 當儲存的批量過期後，系統可以通知對於過期批量應採取的動作及進行動作的日期。 • Expiration Action Interval: 系統計算採取處理動作的日期 = 批量到期日 + Expiration Action Interval。 • Expiration Action: 使用欄位 Expiration Action 來設定預設的到期後處理動作代碼。

  30. The transactions of the expired lots(到期的批次的使用管理) • The expiration date controls the availability of the lot for transacting and planning purposes. • An expired lot: • For Replenishment(對於補貨的使用) : • Is not considered as on-hand supply when you are performing min-max, reorder point, or MRP planning calculations. • For Reservation(對於預留的使用): • Cannot be reserved for a date beyond the expiration date. • For Txn and On-hand quantity(交易及在手數量): • Can be transacted and is included in on-hand quantities. • Is included in all inquiries and reports, including inventory valuation reports • For counting(盤點) • Is included in a cycle count(週期盤點) and count entry and adjustments are allowed • Is included in a physical inventory(全面盤點) and tag entry and adjustments are allowed

  31. 批次的管理與維護

  32. 1.Assigning Lots(何時產生批號? 何時指定批號?) Pre-assign on Lot Masterfunction (使用批號產生器 Lot Master) Assign during transactions (交易過程中指定批號) 2.Maintaining Lots(維護批號資訊) Update lot expiration date(更新到期日) View lot information(檢視批次資料) View supplier lot information(檢視對應的供應商批次) Managing Lots(批次的管理) • Add quantities to existing lots(增加現有批號的數量) • Split inventory receipts into several lots(收貨時分割成數個批次)

  33. Assign Lot number批號的產生 • Generate Lot Numbers: • You can either use the lot master to generate new lot numbers • Or assign lot numbers when you perform transactions. • Origination type of a lot Number(批號的來源型態，用以辨識批號產生的方式): • When you create the lot, the system determines the lot origination type. • If you create the lot on the lot master, the origination type is lot master. If you generate the lot while performing a transaction, the origination type is Inventory.

  34. Generate Lot Number Using Lot Master window

  35. Setting for Lot control for 00-Item04

  36. Generate Lot Numbers during the Txn

  37. Practice INV22- Using the Lot Master (AG Ch1-81) • Tasks: • Generate lot number for your lot controlled items: ##-Item04 ~ ##-Item08 • Generate lot number at the Item Level (Not Organization Level) • Viewlet

  38. X Disabled Lots (停用批號) Disabling a lot only prevents it from appearing in a list of values when you are performing receipt transactions • Item CS100Lot S246 • Disabled • Item CS100Lot S247 • Active

  39. Disabled Lots 被停用的批號的使用管理 • A disabled lot: • Is included in available to transact, available to promise, and available to reserve calculations(可以交易，可以用來承諾顧客訂單，可以預留) • Is included as on-hand supply when you are performing min-max, reorder point or MRP planning calculations(可以做為供應的來源) • Is included as on-hand in all inquiries and reports, including inventory valuation report(包含在在手量的計算) • Can be transacted with Inventory functions and the Transaction Open Interface • Can be reserved

  40. Updating Lot control optionsNotes(其它批號產生的注意事項) • You can update lot control options for an item if it has zero on hand quantity. • In addition, you cannot change lot control when there open internal orders or inter-org intransit shipments exist. • If you generate a lot number in the organization level, then system will not be able to generate other lot numbers using the settings in the item level. • However, you STILL can ENTER you lot number.

  41. Update Lot Generation Level

  42. Guide Demonstrations • INV19-Refer to Guided Demonstration – Generating Lots [LAB40AAY] • INV20-Refer to Guided Demonstration – Maintaining Grades [LAB40A8Y] • INV21-Refer to Guided Demonstration – Maintaining Lot Actions [LAB40ACY] • Refer toINV22-Practice – Using the Lot Master [LAB40ABY]

  43. Lot Transaction Purging(清除批次的交易記錄) • You can purge all lot transaction information from your current organization. The transactions must be in closed accounting periods. • Purging lot transactions eliminates information used in lot reports and inquiries.

  44. Cycle Counts Under Lot Control(在批次管控下週期盤點的影響) • The cycle count listing includes the lot numbers of the items to be cycle counted. (在週期盤點時，會同時將料件批號顯示在週期盤點清單中) • You must assign lot numbers to all items under lot control for which you enter counts.(在輸入盤點數量時，必須也輸入所盤點的批號) • If there is a difference between the cycle count quantity and the system on-hand quantity, Oracle Inventory adjusts the item quantity in that lot.(如果盤點數量和系統數量有不一致，系統會調整該批量下的數量。)

  45. Physical Inventory Under Lot Control(在批次管控下週期盤點的影響) • Oracle Inventory includes the lot numbers of the items to count in your physical inventory when generating tags.(在產生盤點標籤卡時，系統會將批號資訊也顯示在標籤卡上。) • You must assign lot numbers to all items under lot control for which you enter counts in the Physical Inventory Tag Counts window.(在輸入盤點數量時，必須也輸入所盤點的批號) • If there is a difference between the count quantity and the system on-hand quantity, Oracle Inventory adjusts the item quantity in that lot.(如果盤點數量和系統數量有不一致，系統會調整該批量下的數量。)

  46. 序次控管

  47. Item AS5222 • Serial #5847329 Serial Number Overview • A serial number is an alphanumeric piece of information you assign to an individual unit of an item. • You use serial numbers to track individual item units. • One serial number is assigned to per unit of an item(一個料件一個序號) • Serial number control is a system technique for enforcing the use of serial numbers during a material transaction. (物料交易時需指定料件的序號) • You can use serial numbers to track items over which you want to maintain very tight control. (可以料件進行追蹤) • Serial Controlled Items • Item AS5222 • Serial #3798490

  48. 序號的產生時間點及方式

  49. Item AS5222 • Serial #5847329 • Predefined Generating Serial Numbers產生序號的時間點 • No Control: 不做序號控制 • Predefined: 在收料時，指定料件的序號，序號為預先產生的，不能任意輸入。 • At inventory receipt : 在收料時，指定料件的序號，可選擇使用預先產生的序號，或者手動輸入序號。(料件進入存貨組織時, 就要指定序號) • At sales order issue: 在對某張銷售訂單出貨時，指定料件的序號，可選擇使用預先產生的序號，或者手動輸入序號。(料件出去時才指定序號) • Item AS5488 • Serial #005363 • At inventory receipt

  50. 設定序號產生的時間點的設定 • Organization Control Level • (N)Item > Organization Item

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